Wills Financial Group LLC Reduced Holdings in Q2 2025

Wills Financial Group LLC

  • $230 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-119
- 0.26%
$483.48 - $539.8 $57.5K - $64.2K
46K $22.3B
AAPL
Apple Inc.

Technology
-618
- 1.07%
$172.42 - $223.89 $107K - $138K
57.4K $11.8B
CVX
Chevron Corp

Energy
-846
- 2.1%
$133.73 - $168.51 $113K - $143K
39.4K $5.65B
DHR
Danaher Corp

Healthcare
-2.27K
- 5.5%
$174.64 - $205.16 $396K - $465K
38.9K $7.69B
Ge Healthcare Technologies I
-3.63K
- 5.52%
N/A
62.1K $4.6B
COP
Conocophillips

Energy
-1.65K
- 5.31%
$82.66 - $106.1 $136K - $175K
29.3K $2.63B
MRK
Merck & Co., Inc.

Healthcare
-995
- 3.03%
$73.47 - $87.12 $73.1K - $86.7K
31.8K $2.52B
ZTS
Zoetis Inc.

Healthcare
-828
- 3.96%
$144.41 - $170.3 $120K - $141K
20.1K $3.13B
ALB
Albemarle Corp

Basic Materials
-2.16K
- 24.72%
$50.76 - $72.25 $110K - $156K
6.58K $413M
ACN
Accenture PLC

Technology
-27
- 0.2%
$279.23 - $323.21 $7.54K - $8.73K
13.8K $4.12B
SPGI
S&P Global Inc.

Financial Services
-498
- 5.47%
$438.31 - $527.29 $218K - $263K
8.6K $4.54B
NEE
Nextera Energy Inc

Utilities
-426
- 1.2%
$64.11 - $75.0 $27.3K - $32K
35.1K $2.44B
CME
Cme Group Inc.

Financial Services
-379
- 11.71%
$252.37 - $290.71 $95.6K - $110K
2.86K $787M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-521
- 8.1%
$51.14 - $57.0 $26.6K - $29.7K
5.91K $336M
V
Visa Inc.

Financial Services
-215
- 1.91%
$308.27 - $373.31 $66.3K - $80.3K
11K $3.91B
HD
Home Depot, Inc.

Consumer Cyclical
-51
- 3.02%
$335.24 - $380.78 $17.1K - $19.4K
1.64K $600M
KO
Coca Cola CO

Consumer Defensive
-81
- 0.79%
$68.37 - $73.9 $5.54K - $5.99K
10.1K $717M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
-307
- 15.3%
$94.74 - $118.43 $29.1K - $36.4K
1.7K $201M
HII
Huntington Ingalls Industries, Inc.

Industrials
-200
- 17.76%
$183.31 - $241.46 $36.7K - $48.3K
926 $224M
CF
Cf Industries Holdings, Inc.

Basic Materials
-621
- 1.44%
$68.47 - $102.48 $42.5K - $63.6K
42.6K $3.92B
GOOGL
Alphabet Inc.

Communication Services
-767
- 1.78%
$144.7 - $178.6 $111K - $137K
42.3K $7.45B
AMZN
Amazon Com Inc

Consumer Cyclical
-511
- 1.29%
$167.32 - $223.3 $85.5K - $114K
39.1K $8.57B
PANW
Palo Alto Networks Inc

Technology
-538
- 1.12%
$152.44 - $204.64 $82K - $110K
47.3K $9.69B
Activity Summary
Buys All Purchases 35 New Holdings 9 Increased Positions 26 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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